Connect Copilot and Kommo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create Company
Create Contact
Create Lead
Create Link
Create Task
Update Lead
Update Company
Find Lead
List Leads
Ready to use Copilot and Kommo automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
New Company
Triggers when a new company is created.
New Contact
Triggers when a new contact is created.
Task Updated
Triggers when task is updated.
Lead Responsible User Changed
Triggers when a Lead's responsible user is changed in your Kommo account.
Company Updated
Triggers when company is updated.
Do thisActions
Action is the task that follows automatically within your Copilot integrations.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
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Step by step guides to integrate Copilot and Kommo
Frequently Asked Questions
To start, connect both your Copilot and Kommo accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Kommo (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Kommo. This includes choosing which data fields go into which fields of Kommo, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Kommo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Copilot and Kommo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn MoreAbout Kommo
Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
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